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AFMC vs FLRG

First Trust Active Factor Mid Cap ETF vs Fidelity U.S. Multifactor ETF

AFMC

First Trust Active Factor Mid Cap ETF

First Trust

Annual cost

0.68%

Fund size

$153M

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

Key differences

  • FLRG costs 0.53% less per year.
  • AFMC follows a active selection strategy; FLRG uses index tracking.
  • Over the last 3 years, AFMC has delivered higher annualized returns.

Side-by-side comparison

AFMCFLRG
Annual cost (TER)0.68%0.15%
Fund size (AUM)$153M$283M
Since20192020
Dividend yield0.81%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.2%+19.9%
CAGR 3Y+20.8%+19.4%
CAGR 5Y+10.2%+13.0%
Sharpe 3Y0.961.13
Volatility 1Y14.96%10.28%
Max drawdown-42.14%-19.64%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AFMC and FLRG